Hidden Gems:
I think $SANA is one of the most hidden gems of all. They have 2 technology platforms with Fusogen and iPSC. Both of these programs could make them one of the biggest potential success stories off all time.
I think $SANA is one of the most hidden gems of all. They have 2 technology platforms with Fusogen and iPSC. Both of these programs could make them one of the biggest potential success stories off all time.
The Fusogen is a delivery vector for in-vivo editing with a much larger carrying capacity. They are targeting in-vivo editing of CAR-T cells. Imagine creating the Autologous CAR-T cells right inside the patient. The amount of cost and time that could be saved.
They can also target the liver and stem cells with this vector for delivery. I think we could see them do in-vivo stem cell corrections like for SCD in the coming years.
Their iPSC programs are amazing with the hypoimmune technology. It makes immune invisible cells by inserting HLA-E into the MHC-I site. Then they upregulate CD47 to avoid macrophages. This has good data in NHP for transplants.
These invisible cells can be used in iPSC to create islet cells for diabetes. They are working on using them for liver, heart and CNS. The potential for these cells across so many indications around regenerative medicine makes this a must own spec stock.
Its still very early, but they have nearly $900 million in cash which can last them a few years. They should be moving programs into the clinic later in 2022 and through 2023. There is plenty of money to last until data.
The NPH data has been amazing so far. It it holds up in the clinic, $SANA stands to redefine what we know about cell therapies. Down here at less then $1.5 billion market cap looks like a gift.
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